SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,054
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.13M
3
+$5.98M
4
AMZN icon
Amazon
AMZN
+$4.17M
5
TSLA icon
Tesla
TSLA
+$2.88M

Top Sells

1
+$1.88M
2
+$1.45M
3
+$1.22M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$872K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$835K

Sector Composition

1 Technology 19.3%
2 Financials 9.41%
3 Consumer Discretionary 7.11%
4 Healthcare 6.73%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.18%
7,790
+937
127
$1.77M 0.18%
10,788
+3,005
128
$1.76M 0.18%
4,847
+988
129
$1.76M 0.18%
6,899
+1,269
130
$1.73M 0.18%
43,568
+4,576
131
$1.71M 0.17%
5,830
+1,054
132
$1.7M 0.17%
18,767
+7,292
133
$1.7M 0.17%
35,311
-2,113
134
$1.69M 0.17%
21,077
+2,491
135
$1.68M 0.17%
23,929
+5,878
136
$1.68M 0.17%
18,733
+3,710
137
$1.67M 0.17%
7,566
+1,020
138
$1.66M 0.17%
49,628
+39,301
139
$1.64M 0.17%
85,440
+772
140
$1.6M 0.16%
16,528
+1,545
141
$1.59M 0.16%
5,770
+669
142
$1.59M 0.16%
6,374
+2,244
143
$1.59M 0.16%
43,527
+11,251
144
$1.56M 0.16%
12,768
+679
145
$1.55M 0.16%
34,392
+2,282
146
$1.54M 0.16%
32,942
-556
147
$1.52M 0.16%
17,788
+8,351
148
$1.52M 0.15%
12,083
+2,526
149
$1.52M 0.15%
16,387
+1,669
150
$1.51M 0.15%
9,784
+1,936
4 5
6
7 8